Marian Nmn Stupka

Employer firm

Level Four Advisory Services CRD 134086

$6.54B regulatory AUM 98 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2012 → 02/2018
  Cgi Merchant Capital, Llc
  Miami, FL
• 07/2014 → 09/2024
  Alveo Wealth Management, Llc
  Miami, FL
• 01/2013 → 04/2017
  Holdun Family Office Llc
  Miami, FL
• 06/2019 → Present
  Holdun Family Office Llc
  Miami, FL
• 02/2020 → 12/2020
  Msc - Bd, Llc
  Tualatin, OR
• 05/2025 → Present
  Level Four Advisory Services
  Dallas, TX

Previous Registrations

• 2024-09-18 → 2026-01-22
  Holdun Family Office Llc
  Miami, FL
• 2014-07-21 → 2024-10-09
  Navalfa Activos Alternativos
  Mexico City
• 2013-01-17 → 2017-04-24
  Holdun Family Office Llc
  Miami, FL
• 2013-07-01 → 2015-12-09
  Cgi Capital Management Llc
  Miami, FL
• 2002-12-02 → 2008-06-13
  Citigroup Global Markets Inc.
  West Palm Beach, FL
  West Palm Beach, FL

Other Businesses

STUPKA INVESTMENTS LLC; NOT INVESTMENT-RELATED; 515 N FLAGLER DR, SUITE P-350, WEST PALM BEACH, FL 33401; REAL ESTATE; OWNER; START DATE: 11/3/2015; APPROXIMATELY 1 HOUR PER MONTH IS DEVOTED TO THIS BUSINESS WITH NO TIME DEVOTED DURING SECURITIES TRADING HOURS; REAL ESTATE RENTALS PASSIVE INVESTMENTS WITH SOME RENOVATIONS.

Exams

• S66 Uniform Combined State Law Examination
  2012-11-09

Other Names

• Marian Stupka
• Marian Stupka